How to link Marketo form to Leadmonk Router

Modified on Wed, 29 May at 11:12 PM

Leadmonk seamlessly integrates with Marketo forms. When a form is submitted on your website, Leadmonk instantly qualifies the lead, routes it to the right sales rep, and displays the booking page so your prospect can book a meeting - all in a matter of seconds.

Ready to streamline your sales process from your Marketo form? 

Here's how:

1. Map your form fields to Leadmonk

In Leadmonk, create a mapping between your Marketo form fields and Leadmonk's internal form parameters. This ensures accurate data transfer and seamless qualification.

  • Ensure the form ID used in the Leadmonk inbound router matches the Marketo form ID on your landing page.
  • Ensure the form type in the inbound router is "Marketo form mapping".
  • Make sure all relevant external form properties are mapped to corresponding Leadmonk form properties in the inbound router.
  • Verify that the external form property names specified in the form mapping match your Marketo form field/property names exactly.

Marketo form requiring meeting automation

Marketo form mapping to Leadmonk form properties

2. Link the external form and meeting queues to an Inbound Router

Connect your Marketo form to Leadmonk's router. This tells Leadmonk where to send the data for processing.

Specify the meeting queues that you want to use for the inbound router. You can specify the order of the queues as well here. Queues are processed in the sequence they are placed in the inbound router. Once a queue is processed successfully, further queues processing of inbound lead stops.

3. Embed the Leadmonk code

Copy the Leadmonk embed code and paste it into your website's HTML code, just before the closing </body> tag.

This activates the router, ready to collect data from your form submissions.

Once you've copied the router embed script, follow these steps to add it to your website:

  1. Navigate to the webpage where you've embedded the Market form.

  2. Open your website's code editor or content management system (CMS).

  3. Locate the HTML code for the webpage.

  4. Find the closing </body> tag.

  5. Paste the router embed script directly before the </body> tag.

  6. Save and publish the changes to your webpage.

The router embed script should now be active and collecting data from your HubSpot form submissions.

Router embed code

Here is how it is going to work

  1. When a user submits the Marketo form, the data will be sent to the Leadmonk router.
  2. The router will then use the mapping details in the form you created to map the data to the internal form.
  3. The router will then process the internal form and take the appropriate action.
  4. When lead schedules a sales/demo meeting, it gets updated in your Salesforce CRM against the lead/contact as shown below

Below video shows how qualify, route and schedule meetings from the Marketo form.

Other helpful pages

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